With broad and extensive experience and expertise Rob first qualified as a professional Financial Adviser when he joined a National Stock Broking firm in 2008, which first introduced him to professional financial wealth management. Based on the South Coast, he currently assists Alexander House clients across the Financial Planning spectrum within Sussex, Kent and beyond.
Over the past dozen years Rob has been supporting clients through both the good times and the more challenging times. Most recently as an Area Manager with Barclays Rob has been helping individuals and their families optimise savings and protect both their health and wealth over the long term.
In addition, at Alexander House Rob ALSO supports small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access. As part of our expert team Rob also has access to CII Chartered Advisers and specialists in Complex Pensions, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS and more generic products.
Today, with Alexander House Rob enjoys the support and backup of a FTSE250 business called Quilter which ensures Advance quality is always maximised. Meanwhile he offers clients the choice between a traditional face-to-face meeting or a ‘virtual’ Teams/Zoom meeting while always ensuring clients are updated on progress throughout the advice process and performance of their portfolios there onwards.
Rob is a Dad and has two fabulous girls who keep him busy and, on his toes … he loves to eat out, spend time with friends and family, travel and keep fit sporadically walking or cycling through the fantastic South Downs countryside…. Some of which he is still allowed to do!
Whether you are planning for retirement, accessing cash, protecting your family or simply are keen to reduce tax bill, Rob is proud to provide professional and friendly financial advice.
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